PTRMX Mutual Fund

NAV$22.64

AUM$14M

TER0.73%

Holdings241

PTRMX Mutual Fund

NAV$22.64

Performance Trust Municipal Bond Fund Class A

AUM$14M

TER0.73%

Holdings241

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Holdings Overlap Analysis

Compare PTRMX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PTRMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PTRMX Mutual Fund Overlap Analysis

PTRMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PTRMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 241 holdings, PTRMX may share significant positions with broad-market funds.

PTRMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PTRMX tax-loss harvesting finds highly correlated but non-identical funds.